Carson Wealth (CWM LLC)’s BlackRock MuniYield Michigan Quality Fund MIY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
1,117
| – | – | ﹤0.01% | 4207 |
|
|
2025
Q1 | $13K | Sell |
1,117
-695
| -38% | -$8.09K | ﹤0.01% | 3958 |
|
|
2024
Q4 | $20K | Sell |
1,812
-7,000
| -79% | -$77.3K | ﹤0.01% | 3434 |
|
|
2024
Q3 | $106K | Sell |
8,812
-6,100
| -41% | -$73.4K | ﹤0.01% | 2164 |
|
|
2024
Q2 | $171K | Hold |
14,912
| – | – | ﹤0.01% | 1664 |
|
|
2024
Q1 | $172K | Buy |
14,912
+6,100
| +69% | +$70.4K | ﹤0.01% | 1584 |
|
|
2023
Q4 | $100K | Sell |
8,812
-2,780
| -24% | -$31.5K | ﹤0.01% | 1776 |
|
|
2023
Q3 | $115K | Sell |
11,592
-1,688
| -13% | -$16.7K | ﹤0.01% | 1554 |
|
|
2023
Q2 | $147K | Buy |
13,280
+3,350
| +34% | +$37.1K | ﹤0.01% | 1378 |
|
|
2023
Q1 | $111K | Sell |
9,930
-5,070
| -34% | -$56.7K | ﹤0.01% | 1438 |
|
|
2022
Q4 | $166K | Buy |
+15,000
| New | +$166K | ﹤0.01% | 1170 |
|
|
2019
Q1 | – | Sell |
-936
| Closed | -$12K | – | 3114 |
|
|
2018
Q4 | $12K | Hold |
936
| – | – | ﹤0.01% | 1269 |
|
|
2018
Q3 | $12K | Sell |
936
-1,936
| -67% | -$24.8K | ﹤0.01% | 1107 |
|
|
2018
Q2 | $38K | Buy |
2,872
+1,872
| +187% | +$24.8K | ﹤0.01% | 691 |
|
|
2018
Q1 | $13K | Buy |
+1,000
| New | +$13K | ﹤0.01% | 798 |
|